Estate Assistant

SUMMARY:
-

POSITION INFO:

We are looking for a Deceased Estate Assistant for a Renowned Company in Port Elizabeth.

Requirements:

• A sound knowledge and practical experience of the liquidation and administration of deceased estates, the law of succession, and Trusts.
• Matric (Grade 12)
• Deceased Estate Planning and Administration Diploma (or law degree) will be advantageous
• Basic Bookkeeping Diploma would be advantageous
• Code 08 Drivers License and own transport
• Fully literate in Microsoft Office (Excel, MS Word, E-mail, Legal-Ease)
• Knowledge of the law regarding deceased estates and trusts
• Knowledge of the drafting of Wills
• Knowledge of Trusts.

Duties:

• Provide daily assistance to the Estates Manager
• Liquidation and Distribution of a deceased estate
• Drafting of Wills
• Administration of Will Trusts & Trust
• Assisting with the drafting of Wills and maintaining database
• Assisting with the scheduling of interviews with family members of a deceased client and the Manager.
• Opening new estate file
• Assisting with the completion of required forms on the death of a client, to lodge with Master of the High Court and following up on the matter weekly.
• Travelling to Masters Court or clients on request of Manager.
• Writing of letters regarding assets and liabilities.
• Obtain valuations of assets.
• Attend to sale or transfer of shares and fixed property.
• Report the estate to SARS and apply for a Deceased Estate Compliance Certificate from SARS.
• Drafting payment requests of all claims filed.
• Liaise with family members with regard to the progress of estate and trust matters.
• Opening of banking account in name of estate and putting all matters onto greatsoft.
• All Filing.
• Maintain a diary & timesheet.
• Assisting with drawing up of Liquidation and Distribution accounts.
• Attend to all matters relating to curatorship estates.
• Assisting with drawing up of curatorship accounts.
• Attend to Will Trusts.
• Maintain a record of work in progress (Submitted weekly to Senior)
• Refer complex problems to Senior
• Maintain a monthly cashbook of all estates
• Trust administration
• Any other reasonable Ad Hoc request from the Manager in the form of personal assistant requirements.
• Completion of all forms, Sasfin, Investec, Conveyancing, Insurance policy forms etc.
• Assisting with the completion of Trust Documents.
• Following up with financial institutions on a weekly basis and reporting them the ombudsman if no response within a specific timeframe.
• Compliance with the firm’s System of Quality Management (SOQM), policies and procedures.
• Compliance with the firm’s Employee Code of Conduct which consists of the firm’s HR policies, SAICA, IRBA and IESBA Codes of Conduct.

 

---